Kalos Management

Investment Advisor
in Ponte Vedra Beach, FL

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About this Advisor

Tyson Marlow is a financial advisor based out of Ponte Vedra Beach, Florida, who has 9 years of industry experience. Marlow is on the advisory team at Kalos Management. Marlow has gained experience at Berthel, Fisher & Company Financial Services, Inc, Kalos Capital, Kalos Management, Blue Oak Group and Moss Bluff Management, LLC. Marlow has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in South Carolina. Kalos Management is an advisory business headquartered in Ponte Vedra Beach, FL. The investment advisory business has offices in three locations and just five employees. It controls $129 million in assets among its 1,174 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,174 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets. Kalos Management has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fee types billed by Kalos Management may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

818 A1A N Ste. 30
Ponte Vedra Beach, FL 32082

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Kalos Management Brokerage Details

Total Assets Under Management


FL Average: $1,855,561,029
Total Number of Employees


FL Average: 62
Total Number of Accounts


FL Average: 2,474
Average Account Size


FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tyson Marlow Work History

Tyson has been registered as a financial advisor for 9 years.*

2018 - Present (6 years)

Moss Bluff Management, LLC

2014 - Present (10 years)

Kalos Capital

2014 - Present (10 years)

Kalos Management

2008 - 2018 (10 years)

Blue Oak Group

2007 - 2014 (7 years)

Berthel, Fisher & Company Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Tyson Marlow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kalos Management

Jordan Wilson
Ellicott City, MD
Tyson Marlow
Ponte Vedra Beach, FL
Donald Florence
Danville, IN
Carol Wildermuth
Alpharetta, GA
Stephen Molesky
Ellicott City, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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